Flaherty & Crumrine Preferred & Income Fund Inc
PFD- Exchange
- NYSE
- SEC CIK
- 0000868578
No open-market purchases or sales by Flaherty & Crumrine Preferred & Income Fund Inc insiders were filed in the last 90 days; 51 institutions reported holding it in 13F filings for Q2 2026, worth $46.3M in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Flaherty & Crumrine Preferred & Income Fund Inc as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 43
- 0 vs. Q4 2023
- Shares held
- 2.09M
- +398.9K (+23.6%) vs. Q4 2023
- Total value
- $22.2M
- +$5.43M (+32.4%) vs. Q4 2023
- New holders
- 5
- 15 more added
- Sold out
- 5
- 13 more reduced
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PFD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 51 | $46.3M |
| Q1 2026 | 50 | $42.5M |
| Q4 2025 | 49 | $44.3M |
| Q3 2025 | 52 | $42.3M |
| Q2 2025 | 47 | $33.8M |
| Q1 2025 | 48 | $31.7M |
| Q4 2024 | 48 | $31.0M |
| Q3 2024 | 45 | $30.0M |
| Q2 2024 | 46 | $24.7M |
| Q1 2024 | 43 | $22.2M |
| Q4 2023 | 43 | $16.7M |
| Q3 2023 | 41 | $14.3M |
| Q2 2023 | 33 | $14.9M |
| Q1 2023 | 40 | $15.8M |
| Q4 2022 | 41 | $15.1M |
| Q3 2022 | 37 | $13.0M |
| Q2 2022 | 37 | $13.0M |
| Q1 2022 | 44 | $15.0M |
| Q4 2021 | 44 | $16.3M |
| Q3 2021 | 42 | $13.9M |
| Q2 2021 | 44 | $19.3M |
| Q1 2021 | 42 | $20.8M |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Preferred & Income Fund Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 291,167 | $3.09M | 0.07% | +206,978+245.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 236,014 | $2.50M | 0.00% | −7,903−3.2% | Reduced |
| Morgan Stanley | 223,149 | $2.37M | 0.00% | +19,952+9.8% | Added |
| UBS Group AG | 158,670 | $1.68M | 0.00% | +12,917+8.9% | Added |
| Bank of America Corp | 156,402 | $1.66M | 0.00% | +13,445+9.4% | Added |
| Wolverine Asset Management LLC | 127,100 | $1.35M | 0.03% | +16,900+15.3% | Added |
| CNH Partners LLC | 124,667 | $1.32M | 0.05% | +26,439+26.9% | Added |
| SFI Advisors, LLC | 89,443 | $949.0K | 0.74% | +59,448+198.2% | Added |
| Advisor Group Holdings, Inc. | 84,834 | $900.1K | 0.00% | −7,217−7.8% | Reduced |
| Wells Fargo & Company | 71,965 | $763.5K | 0.00% | +48,025+200.6% | Added |
| Private Wealth Strategies, L.L.C. | 67,489 | $716.1K | 0.16% | +1,422+2.2% | Added |
| Royal Bank of Canada | 55,304 | $588.0K | 0.00% | −4,361−7.3% | Reduced |
| Robinson Capital Management, LLC | 54,858 | $554.3K | 0.20% | +10,000+22.3% | Added |
| Landscape Capital Management, L.L.C. | 51,881 | $550.5K | 0.05% | +5,728+12.4% | Added |
| LPL Financial LLC | 37,749 | $400.5K | 0.00% | −1,688−4.3% | Reduced |
| LongView Wealth Management | 27,668 | $293.6K | 0.12% | −1,729−5.9% | Reduced |
| Raymond James & Associates | 22,143 | $234.9K | 0.00% | −164−0.7% | Reduced |
| D.A. Davidson & Co. | 21,677 | $230.0K | 0.00% | −98−0.5% | Reduced |
| Matisse Capital | 21,138 | $224.3K | 0.11% | +1,240+6.2% | Added |
| IFP Advisors, Inc | 18,037 | $191.4K | 0.01% | +18,037 | New |
| Commonwealth Equity Services, LLC | 17,487 | $186.0K | 0.00% | +213+1.2% | Added |
| Wedbush Securities Inc | 17,025 | $181.0K | 0.01% | +368+2.2% | Added |
| Poplar Forest Capital LLC | 15,425 | $163.7K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 15,351 | $163.0K | 0.01% | +48+0.3% | Added |
| Logan Stone Capital, LLC | 14,850 | $157.6K | 0.03% | +14,850 | New |
| Cooper Financial Group | 13,302 | $141.1K | 0.02% | −400−2.9% | Reduced |
| Cetera Investment Advisers | 12,261 | $130.1K | 0.00% | +12,261 | New |
| SpiderRock Advisors, LLC | 11,533 | $120.5K | 0.00% | +11,533 | New |
| Wealth Enhancement Advisory Services, LLC | 11,060 | $117.3K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 7,115 | $76.0K | 0.05% | −2,512−26.1% | Reduced |
| Comerica Bank | 5,045 | $53.5K | 0.00% | −2,436−32.6% | Reduced |
| Pathway Financial Advisers, LLC | 3,760 | $39.9K | 0.01% | −10.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,250 | $13.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,040 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 996 | $10.6K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 750 | $7.96K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 662 | $7.02K | 0.00% | −30−4.3% | Reduced |
| Geneos Wealth Management Inc. | 360 | $3.82K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 343 | $3.64K | 0.00% | −1,281−78.9% | Reduced |
| US Bancorp | 300 | $3.18K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 291 | $3.09K | 0.00% | +291 | New |
| Ronald Blue Trust, Inc. | 200 | $2.12K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $2.12K | 0.00% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −19,571−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −17,198−100.0% | Sold out |
| Rpo LLC | 0 | $0 | 0.00% | −10,912−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,492−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |